It all started back in the 90’s…

J.D. got a taste for investing and grew a passion for creating wealth.

With the help of his grandmother, he purchased Marvel Stock.

(Which eventually went bankrupt, and a lesson was learned the hard way.)

He spent nearly a decade building the business from the ground up: knocking on doors, networking groups, asking for referrals, and through social media prospecting.

In 2019, he brought in Cameron Dye, a fellow finance-nerd, to help grow the firm.

Today, they are building a wealth management company that was created from the idea of putting the needs of clients first. The foundation is love and the culture is change. They believe they can help shift the industry towards experience and away from transaction.

Ready to start a dialogue with us?